Equitem

Brad is brilliant!He was very down to earth, did not try and change or push products that we didn't need. We felt very at ease with him and will see him ongoing when we need more advice as our circumstances change in the future. If you need advice and don't want a pushy salesperson...make an appointment to see Brad.

Elle Ross has always put our needs as a family above all else!Elle takes in to account all the dynamics of your budget and will tailor a plan that is best suited to your individual needs and only at a cost that you can afford.Highly recommend team Equitem, a modern team that delivers in everyway.

Professional and friendly, Equitem offered a clear plan towards our retirement and all that’s required for us to have the lifestyle we desire. They ensured they understood our needs, wants and desires before they could offer us a very comprehensive structured plan.

We were recommended to Equitem by our accountant, and had the good fortune to meet Elle who facilitated bringing our UK pensions to Australia.It's been a lengthy process but throughout we've been treated extremely well and with total professionalism, and undoubtedly Elle has our best interests at heart.

Equitem has provided me with excellent advice and service over a number of years. Bradley Ellison has always been diligent and very helpful with an insurance policy. He is also supportive and willing to give extra advice. He maintains regular contact and the company provides updates about financial matters. Members of the team are friendly and approachable. Highly recommended.

My wife and I switched our superannuation accounts to Equitem about five years ago and have been very happy with the way the Bradley Ellison and Tony Miller have managed our financial affairs.Tony Miller, has handled our tax accounts for over ten years and we have a very high level of trust built up over this time. He communicates well and always follows up on any questions we might have about our tax accounts. He has consistently provided us with sound advice and we feel he has our best interests at heart.Another company was managing our superannuation accounts up until about five years ago when I switched to Equitem. Bradley Ellison, has really helped us maximise our super returns over this time and we are very happy with the high level of customer service he provides. He has been very good at explaining all aspects of our super and what options we could consider.Very positive experience with Equitem and highly recommend their services.

Elle Ross is an exceptional person. She has an ability to connect and know her client (in this case, myself) to establish the important relationship that instills trust and that sense of care. Yes, financial stability and future proofing for the people in her care is the prime nature of her role. However, given this topic is also very sensitive, she always has shown me her valuable time, the respect and interest in maximising the best solutions in this area for myself and my family. My thanks to her. I value this relationship.

We have been under the care of equitem for 3 years now for both my husband and myself who have quite differing needs from our insurances. Our dealing with Elle and Brad demonstrate they can cater a package for our specific needs, our superannuation us a much better long term projection than it’s previous provider and high level knowledge of all products. We are met with ongoingly to ensure our needs are still best met with lives ongoing changes and I sleep so much better knowing our long term future is achievable for our goals!! Highly recommend

Elle Ross and the team at Equitem are wonderful to deal with. Elle gives her all to provide you with the best customer service experience using her knowledge and passion for what she does. The service and advice provided is exceptional and I will continue to recommend her services to all.

I have used the services of Equitem and Elle Ross for my personal life insurances as well as reviewing my existing plans. I have found Elle to be responsive, and provide good quality advice and guidance without pushing products. Elle provides a fit for purpose service in an efficient way. I have have recommended Elle to some of my clients also. Dom